"目前，DeepSeek等开源模型推动私有化部署成本下降，解决医疗数据敏感性问题，超百家三级医院已 完成本地化部署。生成式AI在医学问答测试中的表现超越人类专家（如GPT-4、Med-PaLM），其在病 历生成、辅助诊断场景的效率优势已被验证。AI医疗已成为大模型最不愿错过的应用场景。"有券商医 药行业分析师指出，人口老龄化的加剧与优质医疗资源的供不应求（三级医院仅占7.8%的比例却需承 担50%的门诊量）构成了巨大的需求缺口，为技术革新与替代开辟了广阔的发展天地。 近日，上海交通大学医学院附属瑞金医院联合华为发布RuiPath病理模型最新开源成果。公开信息显 示，RuiPath病理大模型是瑞金医院携手华为开发的临床级多模态病理大模型，于今年2月发布，涵盖泛 癌种视觉特征提取、视觉—语言跨层表征对齐等能力，用于全流程临床病理辅助诊断，目前已覆盖我国 每年全癌种发病人数90%的19个常见癌种，涵盖上百个辅助诊断任务。 互联网巨头纷纷押注的背后，是AI医疗市场的巨大潜力。智研咨询数据显示，2024年我国AI医疗器械 市场规模已从2020年的2.92亿元增长到94.61亿元。随着技术的飞速进步和市场需求的牵引，国内 ...

7月2日，重庆港今日收盘5.68元，下跌1.22%，滚动市盈率PE（当前股价与前四季度每股收益总和的比 值）达到13.15倍，总市值67.41亿元。 最新一期业绩显示，2025年一季报，公司实现营业收入11.10亿元，同比-20.30%；净利润-8716728.31 元，同比-213.98%，销售毛利率8.88%。 从行业市盈率排名来看，公司所处的航运港口行业市盈率平均14.24倍，行业中值15.30倍，重庆港排名 第13位。 截至2025年一季报，共有5家机构持仓重庆港，其中其他5家，合计持股数78735.72万股，持股市值39.60 亿元。 重庆港股份有限公司的主营业务是港口货物中转运输及综合物流。公司的主要产品是装卸及客货代理业 务、综合物流业务、商品贸易业务、爆破施工业务。全年累计申报专利7项，获得软件著作权登记证书 26个，果园港成功入选交通运输部"全国智慧港口创新案例集"；推动水运口岸数字赋能，"船边放行、 智能分流"提升疏港效率30%以上；果集司申报"四星级智慧港口"，有望成为长江上游首个"双四星港 口"；久久物流公司综合物流服务平台上线运行并成功入选重庆市科学技术局科技型企业培育名单。 本文源 ...

6月30日，交通运输部发布最新港口货物及集装箱吞吐量数据。数据显示，1—5月广东港口货物吞吐量达79923万吨，同比 增长1.1%，其中外贸货物吞吐量同比增速达4%。 本报记者于6月实地探访了盐田国际集装箱码头（盐田国际）。记者发现，面对短期的抢运和长期的不确定，这个极具代 表性的中国港口有着自己的"突围法则"。 短期：以变应变 作为外贸重镇的深圳表现尤为亮眼，1—5月港口货物吞吐量、外贸货物吞吐量同比增长6%、10.7%。1—5月，深圳港口集 装箱吞吐量1423万TEU，同比增长12.7%。 在美国所谓"对等关税"压力之下，这组数据为观察中国港口在全球贸易变局中的韧性提供了重要注脚。 深圳盐田港是全球最大单体集装箱码头之一、全球超大型船舶首选港之一。作为全球生产链供应链的一个重要节点，深圳 盐田港区承担着广东省超三分之一的外贸进出口量、全国对美出口逾四分之一的货量。 南方财经记者 雷若馨 深圳报道 过去三个月，全球外贸市场发生了巨变。 4月2日，美国突然挥起所谓"对等关税"的大棒，我国不少企业对美出口被强制按下暂停键。5月12日，《中美日内瓦经贸 会谈联合声明》发布，两国企业迎来90天"窗口期"，对美出口热 ...

阿里巴巴公告，2025年7月1日于纽约证券交易所购回70.03万股，每股购回价介于14.14至14.24美元之 间，付出的价格总额为997.28万美元。截至2025年7月31日，累计购回股份总数为140.83万股，累计付出 的价格总额为1993.96万美元。 ...

Group 1 - The core viewpoint is a bullish outlook on Elbit Systems Ltd. (NASDAQ: ESLT) due to increasing global divisions that may drive demand for advanced weaponry [1] - The Global Risk Perception Survey (GRPS) indicates a rising trend in risk perception, suggesting a favorable environment for defense-related investments [1] - The analysis emphasizes a long-term perspective, with a 10-year outlook reflecting potential growth in the defense sector [1] Group 2 - The analyst specializes in technology, innovation, and sustainability investment, utilizing a "First Principles" approach to identify overlooked investment opportunities [1] - The background includes extensive experience in investment, private equity, and venture capital, with a history of delivering strong returns [1] - The focus of articles includes emerging technologies, sustainable investing, and the intersection of innovation and finance, aiming to share insights and foster positive change [1]

Core Viewpoint - The Shyft Group has successfully completed its merger with Aebi Schmidt Holding AG, marking a significant consolidation in the specialty vehicle manufacturing sector [1][4]. Company Overview - The Shyft Group is recognized as the North American leader in specialty vehicle manufacturing, assembly, and upfit, serving commercial, retail, and service markets [4]. - Shyft operates two main business units: Shyft Fleet Vehicles and Services™ and Shyft Specialty Vehicles™, with a diverse brand portfolio including Utilimaster®, Blue Arc™ EV Solutions, and Royal® Truck Body [4]. - In 2024, Shyft reported sales of $786 million and employs approximately 2,900 individuals across various facilities in the U.S. and Mexico [4]. Merger Details - The merger with Aebi Schmidt was completed on July 1, 2025, integrating Shyft into the Aebi Schmidt Group, a global leader in infrastructure and agricultural solutions [1][5]. - Following the merger, Aebi Schmidt Group shares began trading on NASDAQ under the ticker symbol "AEBI" on July 2, 2025 [2][7]. - As a result of the merger, Shyft's common stock has been delisted from the NASDAQ Global Select Market, with plans to suspend its reporting obligations with the SEC [3][6]. Aebi Schmidt Group Overview - Aebi Schmidt Group specializes in intelligent solutions for clean and safe infrastructure, generating over 1 billion EUR in net sales in 2024 and employing around 3,000 people globally [5]. - The company has a diverse product range, including vehicles and innovative equipment, and operates in over 90 countries through established dealer partnerships [5].

编号：2025-07 | 投资者关系活动类别 | 特定对象调研 ☐分析师会议 | | --- | --- | | | ☐媒体采访 ☐业绩说明会 | | | ☐新闻发布会 ☐路演活动 | | | ☐现场参观 | | | ☐其他（请文字说明其他活动内容） | | 活动参与人员 | 泰康基金 卞学清 | | 时间 | 2025年7月2日14:30-15:30 | | 地点 | 公司会议室 | | 形式 | 线下 | | 上市公司接待人员姓名 | 董事会秘书 刘同刚 | | | 证券事务专员 邓丽婷 | | 交流内容及具体问答记录 | 公司与投资者就其关注的问题进行了交流，主要内容包括： 1、公司认为全年业绩增长的空间是什么？ | | | 目前增长主要来源为AI服务器、消费电子、AIoT等新兴领域 | | | 的技术迭代与国产替代加速。公司将聚焦分销主业，加强应用创 | | | 新及生态服务、供应链服务和产业数据服务等能力建设，把握行 | | | 业发展新机遇。 | | | 2、公司存储主要应用于哪些领域？ | | | 公司2024年授权分销业务中，存储器业务收入206.85亿元，同 | | | 比增长134.32 ...

Core Viewpoint - Southern Cross Gold Consolidated Ltd has received final approval to list its common shares on the Toronto Stock Exchange, marking a significant milestone for the company and enhancing its access to capital markets and institutional investors [1][3]. Group 1: Listing and Trading - The company will commence trading on the TSX under the symbol "SXGC" on July 2, 2025, while continuing to trade on the Australian Securities Exchange under the symbol "SX2" [1]. - Shareholders are not required to take any action regarding their share certificates or registration due to the listing on the TSX [2]. Group 2: Strategic Importance - The transition to the main TSX board is expected to improve liquidity and broaden the institutional investor base, as TSX-listed companies are perceived as more established investment opportunities [3]. - Institutional investors are increasingly interested in Tier 1 Western-domiciled antimony and gold assets, providing enhanced trading flexibility across dual major exchanges [4]. Group 3: Project Overview - Southern Cross Gold controls the Sunday Creek Gold-Antimony Project, which is recognized as one of the significant gold and antimony discoveries in the Western world, with drilling results showing 66 intersections exceeding 100 g/t AuEq x m from 84 km of drilling [4]. - The project has a dual-metal profile, with antimony contributing approximately 20% of the in-situ value alongside gold, which is particularly relevant following China's export restrictions on antimony [5]. Group 4: Technical and Financial Position - Preliminary metallurgical work indicates non-refractory mineralization suitable for conventional processing, achieving gold recoveries of 93% to 98% through gravity and flotation methods [6]. - The company has a treasury of A$170 million and is set to commence a drill program exceeding 200 km, positioning it for accelerated expansion and derisking of the Sunday Creek project [6].

NEW YORK and LONDON, July 02, 2025 (GLOBE NEWSWIRE) -- The newest episode of Navatar A-Game features an insightful conversation with David Valger, President of DVO Real Estate, who shares why now may be one of the most attractive times to invest in multifamily real estate—despite uncertainty in the market. Hosted by Alok Misra, CEO of Navatar, the episode dives deep into macroeconomic trends, political risk, capital allocation, and how emerging technologies like AI are influencing deal-making and portfolio ...

LAS VEGAS, July 02, 2025 (GLOBE NEWSWIRE) -- Hyperscale Data, Inc. (NYSE American: GPUS), a diversified holding company (“Hyperscale Data” or the “Company”), today announced that its wholly owned subsidiary Sentinum, Inc. (“Sentinum”), has completed the reenergizing of approximately 10 megawatts of power at its Montana facility and is resuming Bitcoin mining operations. Sentinum expects to have approximately 50 S19j Pro Antminers (“Antminers”) in operation today, which will be increased to approximately 2,6 ...